New!
Solo 401K
Retirement Plan

We’re happy to offer our members a 401K Retirement Plan! The Solo 401K Retirement Plan is designed exclusively for self-employed professionals who often work as freelancers, entrepreneurs, independent contractors, sole proprietorships, or corporations, and whose incomes can fluctuate. You can contribute heavily during the “fat" years, contribute little or nothing during the “lean" years and even borrow from it if you need to.

We encourage you to get started now! The sooner you put money away, the more powerfully it can accumulate. And the more you will have later!

Advantages of the Solo 401K Retirement Plan

Make higher contributions than an IRA
You may be able to contribute as high as $50,000 annually.
Save money on your taxes
Save now or later: If you put away money on a pretax basis, it grows tax-deferred -- you pay no taxes until you withdraw it. If you put in after-tax dollars, your money grows tax-free -- it is not taxed upon withdrawal.
Save at tax time: Your contributions are 100% deductible.
Borrow from your retirement fund
Unlike an IRA you can borrow from your Solo Retirement Account without penalty. You can borrow from your own fund 50% of your balance (up to $50,000) and pay yourself back over 5 years or more!

Handle everything online
Choose investments from Vanguard and Frank Russell funds. Access your account online 24/7 to review investments, make investments, and apply for a loan. Change your chosen monthly contribution anytime or contribute in a lump sum.
Pay extra low set up fees
One time set up cost of $100 (typically $250-$375).
Have your own consultant
Have questions or want a free consultation? You'll have your own personal consultant with his cell number and email address to answer any questions.